Olivia’s role as Associate, Client Online Experience is dedicated to the efforts to continuously evolve the experience for the ultra high net worth clients.
Prior to joining NewEdge Wealth, Olivia was a Reporting Manager at Orion Advisor Technology. With her vast experience in client and advisor technology, Olivia uses her expertise to help enhance the clients’ online experience, build customization and train advisors on the technology capabilities.
Olivia was born in Omaha, Nebraska and currently resides in Miami, Florida. In her free time, she enjoys cooking, hiking, and taking her Vizsla, Louie, to dog parks.
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